5.66K
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07-07 23:20
$NVDA 20260717 190.0 PUT$ Sold a put that wil expire next Fri 10th Jul with strike at $190 which is near the 200 days MA acting as support.
TOPsnixee: Sold the 190 put last week too — 200d support plus AI demand still makes this setup worth it
6.64K
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07-08 00:55
$ARM Holdings(ARM)$ This round of pullback gave me another opportunity to increase my position in ARM, and I decided to average up instead of waiting for the "perfect" bottom. While short-term sentiment has turned cautious following concerns over AI infrastructure spending and semiconductor valuations, my long-term thesis on ARM has not changed. The company remains at the center of the industry's transition toward AI computing, with its CPU architecture powering everything from smartphones and PCs to cloud servers, automotive platforms, and edge AI devices. As AI adoption expands beyond data centers, I believe ARM's ecosystem will continue to benefit. Another reason I'm comfortable averaging up is that ARM is becoming increasingly important in
TOPthanks for the info
258
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07-08 01:00
$TSLA 20260708 367.5 PUT$ 出面風大雨大，都係躲回tesla hea 下算，連香港ipo 都一次齊破發，咁冇得玩了
TSLA PUT
07-08 00:55
US20260708 367.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.05 19Lot(s) | -- Closed |
TOPI finished adding 350 last week, and I was surprised to sell PUT?
339
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07-08 11:36
$BYD.HK 20261029 80.00 PUT$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
BYD.HK PUT
07-08 11:30
HK20261029 80.00
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 5.00 2Lot(s) | -6.80% Closed |
TOPI added BYD underlying shares and other rebounds last week
826
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07-08 11:48
$CSOP HS TECH(03033)$ 雖然 賺少左唔能夠係高位放。不過可以收回資金。都未嘗唔係一件好事黎既。個市不穩。走一走先[胜利] [胜利]
03033
07-08 11:42
HKCSOP HS TECH
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 4.62 7,000 | +9.47% Closed |
TOPI added some fluctuations around 4.5 last week.
83
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07-08 21:36
$TLT 20260708 83.5 PUT$ 好耐都無賣put過tlt既期權。因為之前高過85。我覺得有風險。呢幾日都跌左唔少。。尋日賣即日83.5。搞掂又收錢[财迷] [财迷] [财迷]
TLT PUT
07-08 21:36
US20260708 83.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.02 5Lot(s) | -- Closed |
TOPI sold 83.5put for rent on my day
13
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07-08 21:42
$SPY 20260717 580.0 PUT$ 又是美伊問題影響，現在沒IPO可開更多張數，先做3張試水。
SPY PUT
07-08 21:40
US20260717 580.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.05 3Lot(s) | +60.00% Holding |
6.21K
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07-09 00:57
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent pullback in semiconductor stocks hasn't changed my long-term conviction—in fact, it's given me another opportunity to continue dollar-cost averaging (DCA) into SOXL. While leveraged ETFs are naturally more volatile, I believe the long-term AI infrastructure cycle is still in its early stages. Temporary concerns over AI spending, valuation resets, or profit-taking don't change the structural demand for GPUs, HBM memory, networking, power management, and advanced chip manufacturing. As long as the long-term trend remains intact, I'm comfortable using market weakness to gradually build my position. One of the biggest reasons I'm staying committed is that AI demand is becoming much b
SOXL
07-08 01:38
USDirexion Daily Semiconductors Bull 3x Shares
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 168.36 | +16.89% Holding |
TOPwhat causes the AI and semicons to go down?
6.53K
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07-09 01:02
$Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo
PLTR
07-08 01:38
USPalantir Technologies Inc.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 137.68 | -6.96% Holding |
2.79K
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07-09 08:20
$COIN CALENDAR 260724/260710 PUT 175.0/PUT 175.0$ Rolled expiring in the money put for a credit again, milking more premiums out of this trade for as long as I can while waiting for rotation into the crypto space. I don't know when exactly the 4 year cycle is coming to an end, but it will be very obvious when it comes.[Mybad]
COIN Calendar
07-08 22:41
US175.0/175.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -3.42 1 | -- Closed |
TOPRSI still not cooked on weekly, I’m riding LEAP calls too
73
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07-09 20:26
$QCOM Climbs 2% as Chip Stocks Stabilize
$Qualcomm(QCOM)$ $Qualcomm (QCOM) Pushes +1.96%: Chip Giant Rebounds from Support, Eyeing $200+ Zone 📈 Latest Close Data 🗓️ Closed at $186.56 on 2026-07-09, up +1.96%. The stock is ~$73.36 (-28.2%) below its 52-week high of $259.92. Core Market Drivers 🚀 The stock's recent rebound is supported by a positive shift in capital flows, turning net positive over the last two trading days. The broader semi-conductor sector remains a key beneficiary of sustained AI infrastructure investment, providing a favorable macro backdrop. Company-specific news remains light, with focus on execution of its core licensing and chipset strategies. Technical Analysis 📊 Volume was 10.31M shares, with a Volume Ratio of 0.54, indicating subdued activity. Th
163
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07-09 20:18
$ZM Reclaims $87, Next Stop $96?
$Zoom(ZM)$ $Zoom (ZM) Gains +2.01%: AI-Driven Rebound Tests Key $87.4 Pivot, $114 Target in Sight 📈 📊 Latest Close Data: Closed at $87.40 on July 9, up +2.01% for the day. The stock remains ~23.8% below its 52-week high of $114.74. 💡 Core Market Drivers: 1) Recent price action reflects a technical rebound from oversold conditions, with increased trading volume (Volume Ratio: 1.11) suggesting renewed interest. 2) Market sentiment is cautiously optimistic, driven by the company's ongoing AI product rollouts (e.g., ZoomMate, Agent Architect) which aim to boost enterprise spending. 3) The broader application software sector remains volatile, influencing short-term price swings. 📈 Technical Analysis: The RSI(6) at 50.64 has moved above th
254
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07-09 19:55
$WDC Holds Key Support, Eyes Recovery Toward $570
$Western Digital(WDC)$ $Western Digital(WDC) Rallies +3.42%: Key Support Holds at $526, Bullish Divergence Emerges 📈 Latest Close Data: WDC closed at $550.30 (+3.42%) on 2026-07-09, holding above the key support level of $526.00. The stock is trading ~31.2% below its 52-week high of $799.87. Core Market Drivers: The broader storage sector is seeing positive sentiment, potentially driven by AI-related demand and improved industry pricing dynamics. Company-specific news flow has been light, with focus remaining on execution of its strategic plans and capital allocation. Technical Analysis: 📊 Volume: Daily volume of 6.87M shares was below average (Volume Ratio: 0.82), suggesting a lack of aggressive selling pressure. RSI (6): Currently
138
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07-09 19:15
$NXPI Rebounds 3.9%, Bulls Eye a Break Above $285
$NXP Semiconductors NV(NXPI)$ $NXP Semiconductors (NXPI) Rallies +3.90%: Chip Giant Reclaims $285, Eyes Key Resistance Break Latest Close: 📈 Closed at $283.81, up +$10.66 (+3.90%). The stock is now ~16.5% below its 52-week high of $339.95. Core Market Drivers: 🚀 The rally is fueled by a broad semiconductor sector rebound and positive sentiment around NXP's business expansion (e.g., recent RFID chip partnership with SF Express for smart logistics). The stock is recovering from recent weakness linked to sector rotation and AI exposure concerns. Technical Analysis: 📊 Volume: 3.74M shares traded, with a Volume Ratio of 0.83, indicating slightly below-average activity, suggesting the rally may need stronger volume confirmation. RSI (6):
10.13K
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07-09 19:18
[Events] Guess SKHY's IPO Closing Price — Win 888 Tiger Coins!
AI memory leader $SK hynix(SKHY)$ is coming to Nasdaq. SK Hynix is one of the world’s largest memory chipmakers and a key supplier of HBM, the high-bandwidth memory used in AI data centers. As AI demand continues to drive the chip market, SK Hynix has become one of the most closely watched names in the global AI hardware trade. Now, U.S. investors may finally have an easier way to trade the stock through its Nasdaq-listed ADR. The listing is already drawing strong interest. According to market reports, demand for the IPO has been more than 7 times oversubscribed, with participation from global funds, tech investors, sovereign wealth funds and Asian investors. Where do you think $SK hynix(SKHY)$ will close
TOP$220 as a pop on the first day. @Universe宇宙 @Kaixiang @Success88 @HelenJanet @Wayneqq @LuckyPiggie @SR050321 @DiAngel @Universe宇宙 @Fenger1188 @SPOT_ON come join
197
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07-09 18:35
$AMBA's Rebound Faces Its Biggest Test at $82
$Ambarella(AMBA)$ $Ambarella, Inc. (AMBA) Rebounds +4.07%: AI Edge Play Holds $71 Support, Eyes $82 Resistance 🚀 Latest Close Data: 🔵 AMBA closed at $74.74 on 2026-07-09, up +4.07% ($2.92). The stock remains ~22.7% below its 52-week high of $96.69. Core Market Drivers: 📈 The stock is recovering from a sharp sell-off on 07-07 (-8.06%), which was part of a broad semiconductor sector decline (NVDA, INTC, AMD all down). Investor focus remains on the company's long-term edge AI potential, highlighted by its recent multi-billion dollar partnership with Hanwha. Technical Analysis: 📊 Volume & Momentum: Trading volume was 1.75M shares (Volume Ratio 0.52), indicating relatively light participation in the rebound. The latest MACD shows a
533
·
07-09 17:53
$AVGO Is Knocking on the Door of a Breakout
$Broadcom(AVGO)$ $Broadcom Inc. (AVGO) Jumps +4.83%: AI Giant Reclaims Momentum Above $388 🚀 Latest Close Data 📊 Closed at $388.69 on 2026-07-09, up +4.83% (+$17.91). The stock is now $106.31 below its 52-week high of $495.00. Core Market Drivers ⚙️ The stock is riding the broader AI infrastructure wave, with strong institutional capital flow data showing net inflows over recent sessions. News highlights include industry-wide focus on AI server power components (like DC/DC modules), a sector where Broadcom is a key player, and general positive momentum in the semiconductor space. Technical Analysis 📈 Volume was solid at 31.62M shares (Volume Ratio: 1.24). The latest MACD shows a bullish crossover with a positive histogram value of
7.99K
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07-09 17:37
Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta
TOPIn the short term, the stock price may fluctuate due to the seasonal factors of capital adjustment or financial report (for example, due to technical stepping back this week, Japanese and Korean storage stocks have high-level capital mobilization), but in the long run, Wall Street's pricing model for the storage big three (or the advanced storage industry chain that China is catching up with) is impossible to return to the past.
631
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07-08 19:12
The Trade After the Trade: When the Hype Fades, Where Does the Money Actually Go? SpaceX made it onto the index. Then it made a different kind of history. The stock's post-inclusion slide has become one of the more talked-about trades of the summer — not because anyone is shocked that a hyped debut pulled back, but because of how fast the crowd moved on. Meanwhile, the semiconductor names that carried the first half are starting to look tired. Goldman's Tony Pasquariello is flagging sentiment at a 98th-percentile extreme. And Morgan Stanley's Michael Wilson just called semis a silver-like parabolic trade running out of runway. Neither is calling the AI cycle dead. Both are saying the easy part is over. Falling Like a Rocket...? The excitement around